$AMD
Advanced Micro Devices IncHow his view evolved
Every substantive take he's posted on $AMD, newest first — each labelled with the stance he expressed at the time.
- Apr 19, 2026Bullish
Wow, majority of these 30 stocks I’ve liked are up a lot in just two weeks (just a recap to new folks) By the way, my long term opinion doesn’t change on any of them from $MRVL, $AMD, $ARM and others. Short term entry points do though with names like $AAOI to $AEHR. And they https://t.co/1mkk0NG6Ao
View on X → - Mar 14, 2026Bearish
Andruil $20 Billion USD cumulative total contract awarded by US Department of War. Positive news for $PLTR, $KRKNF, $SPIR, $ACHR and other supply chain/integration partners. Larger partners from $ORCL, $AMD, and $NVDA are less likely to get much of a tailwind. “Andruil… was https://t.co/ec3noDiMwu
View on X → - Jan 17, 2026Bearish
Breaking: Elon Musk has sued OpenAI for $134 Billion. Prediction markets have priced the odds of Elon winning at 59% as of today. This may be alarming. If OpenAI loses this: Markets may trigger a contagion across the AI ecosystem tied to OpenAI. $AMD or $CRWV and https://t.co/OfFkFqAZHb
View on X → - Dec 5, 2025Bearish
@Alex84Crypto My stance changed on $AMD after LLMs like opus 4.5 beat gpt codex models in coding, gemini 3 models beat out chatgpt models in image generation, etc. A large part of my initial bullishness on $AMD was expecting OpenAI to maintain its dominance in LLMs, IPO, and find a way to
View on X → - Nov 25, 2025Bullish
It’s hard for anyone in the AI space not to be bullish. Capex is ramping up. Exponentially. And flowing directly down to: Neoclouds: $CIFR, $NBIS, $WULF, $IREN, Connectivity: $ALAB, $CRDO, $CLS. Energy: $VST, $FLNC, $TE, $EOSE Semi/foundries: $NVDA, $AMD, $GOOGL, $TSM https://t.co/SHXJPhm4bv https://t.co/j3hiy7hxL1
View on X → - Nov 19, 2025Bullish
The Great Reset, November 19th ratings: Strong Buy · $NBIS · $CIFR · $WULF · $RDDT · $SNAP · $ALAB · $META · $AMZN · $GOOGL · $IBIT · $SOL · $TSM · $RKLB · $TSSI · $SMCI · $GLXY · $SG Buy · $IREN · $KRUS · $CRCL · $LTC · $MRVL · $KRKNF · $OSS · $CORZ · $WLAC · $WYFI · $AMD · https://t.co/WsO2MASxcE
View on X → - Oct 10, 2025Bullish
@soulbiri1 @LibertadEterno I might think $AMD calls should print because they’re fabless but obviously near term it’s a headwind to the semi industry with rare earth export controls. This caused a slight correction pricing it in but I think overall selloff reminds me of April where they come to a deal and
View on X → - Oct 10, 2025Bullishconviction 3/4
@LibertadEterno Yeah, $AMD dropping 8.2% off a tweet is screaming buy opportunity for me at least. I could be wrong
View on X → - Oct 10, 2025Bullish
Also since macro fears randomly appeared today with a Trump tweet, it’s an amazing dip buy opportunity on $SPY 1.65% drop. Just some examples: $AMZN - down 3.7% $AMD - down 8.27% $HIMS - down 8% $SNAP - down 5.1% $META - down 3.07% $WLAC, $NBIS always good to DCA. https://t.co/Y6ih1vXOMK
View on X → - Oct 8, 2025Bullishconviction 3/4
@soulbiri1 This is a share-only ETF! Also, OpenAI is basically the leader of all foundational AI models. And if Sam Altman thinks he can use hundreds of billions of dollars worth of $AMD GPUs instead of $NVDA, then AMD might re-rate into a trillion dollar company.
View on X → - Oct 8, 2025Bullishconviction 3/4
Wow I cooked insanely hard with this ETF, everything is up a **** ton. Anyway, some company changes I'd make + explanations: $AMD - +10% (rerate) $FLY - +3% (new) $WLAC - +1% (new) $MU - +1% (new) $FLNC - .5% (new) $SEI - .5% (new) $DFLI - - .25% (new) _ Trim (Tax harvesting) https://t.co/lBmB3bTrkl
View on X → - Oct 8, 2025Bullishconviction 3/4
$AMD is actually insane wtf. Markets are repricing it as the next $NVDA I guess. https://t.co/cuH0dEjd0n https://t.co/hX8LN6FDnN
View on X → - Oct 8, 2025Bullishconviction 3/4
@arpit_sidana $AMD over $NVDA because of the OpenAI deal and market cap has higher re-rating potential just due to size.
View on X → - Oct 8, 2025Bullishconviction 3/4
@baggers4beggers Uh they’re all highly correlated so don’t put all your eggs in the AI basket just from concentration risk. You can add in stuff like $AMD (excellent long rn), and some energy stuff but yeah diversify into other sectors like healthcare but 1/3rd is healthy.
View on X → - Oct 8, 2025Bullishconviction 3/4
Some days there’s not much activity. New 1Y+ long positions; - $AMD shares at $215 - $WYFI shares at $33 - UNH 1Y leaps Jan 2027 DCA $FLNC & SEI on drop for high risk energy plays. DCA RDDT $198 on 4% drop. Trimmed misc positions for EOY tax harvesting. https://t.co/9BchPdveK8
View on X → - Oct 6, 2025Bullish
@yield_addicted For the deal, I'd say net negative: $NVDA, $CRWV (Nvda centric) Net positive (almost everything else): $AMD, NBIS, CIFR, IREN, TSM, etc. The 2.5% drop makes sense off moat narrative changes.
View on X → - Oct 6, 2025Bullish
@xarettis Not too late. This is even more bullish for AI infra players. Stuff like $CIFR, $NBIS, IREN, BITF are great. Obviously with $AMD, TSM + energy companies, etc. gets used more. Main downside is NVDA narrative and maybe CRWV as the only NVIDIA-centric neocloud.
View on X → - Oct 6, 2025Bearish
@mattia030339 I personally don't recommend chasing $AMD at a 30% spike, because it might end up like $ORCL where it got sold off market open (pre-market has less liquidity too). So maybe there's better buying opportunities. But could always go higher because these changes are pretty
View on X → - Oct 6, 2025Bullishconviction 3/4
$AMD is about to get a huge re-rating from forward earnings + narrative changes from the $10Bs+ deal with OpenAI Forward revenue: They're currently doing 7.69B/Q, if we assume 10B/Y, it's quite material how much this adds. (32.5% - 65%+ increase in forward revenue based on https://t.co/0ebRI9FkY9
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